+304.3%
LRCX vs KMB
-1.6%
+305.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +5.8% |
| 7D | +6.5% | +0.1% | +6.5% | +6.6% |
| 30D | -23.8% | +10.2% | -34.0% | -22.8% |
| 3M | -24.2% | +1.5% | -25.6% | -23.6% |
| 6M | -20.2% | +16.6% | -36.8% | -19.6% |
| YTD | +38.2% | +12.1% | +26.1% | +39.3% |
| 1Y | +48.9% | +11.1% | +37.8% | +50.1% |
| 3Y | +252.8% | +1.9% | +250.9% | +242.4% |
| 5Y | +304.3% | -1.3% | +305.6% | +284.8% |
| All | +304.3% | -1.6% | +305.9% | +284.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling